Vanguard Small-Cap ETF shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $2.4M | 18k | 133.28 |
| 2016-12-31 | $1.9M | 15k | 128.95 |
| 2016-09-30 | $1.2M | 10k | 122.15 |
| 2016-06-30 | $100k | 866 | 115.47 |
| 2015-12-31 | $29k | 266 | 109.02 |
| 2015-09-30 | $29k | 266 | 109.02 |
| 2015-06-30 | $32k | 266 | 120.30 |
| 2015-03-31 | $12k | 100 | 120.00 |
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